ApproveThis manages your Connectly.ai Integration approvals.

Why This Integration Isn’t Just Another Zappy Gimmick

Let’s cut through the noise: Approval processes suck. Customer comms suck harder. Combine them? That’s where most companies end up with a spreadsheet full of “urgent” WhatsApp messages and a CFO asking why invoice approvals take longer than building the Death Star. Enter ApproveThis and Connectly.ai – two tools that actually make this combo work without requiring a PhD in “process optimization.”

The Nuts and Bolts

ApproveThis handles the decision-making circus – expense approvals, document sign-offs, procurement requests – with workflows that adapt to your rules, not the other way around. Connectly.ai? It’s your AI-powered comms engine for WhatsApp, SMS, and Messenger. Together via Zapier, they turn “Hey, can someone approve this?!” into a closed-loop system where decisions happen fast and everyone stays in the know.

Where This Actually Matters (No Fluff Examples)

Customer Support Teams: Stop Playing Operator

Picture this: A VIP client sends a WhatsApp message about a delayed order. Connectly.ai catches it, triggers an ApproveThis workflow to approve expedited shipping costs, and before Karen from accounting finishes her third coffee, the client gets a personalized update – all without manual back-and-forth.

Key moves here:

• Automatic escalation of customer issues needing budget approval
• Real-time updates to clients post-decision (no more “Did they get my message?!”)

Operations Teams: Kill the Approval Bottleneck

Your warehouse manager gets a WhatsApp delivery failure alert. Normally, this would mean 3 emails, a Teams message, and maybe a carrier pigeon. With our integration:

1. Connectly.ai detects the delivery status change
2. ApproveThis routes it to the right manager based on shipment value thresholds
3. Once approved, Connectly.ai auto-sends rerouting instructions via WhatsApp template

Bonus: Approvers don’t need Connectly.ai licenses. Just shoot them an email approval link while your team handles messaging.

Marketing Teams: Approval ≠ Creative Death

Your social team wants to run a flash sale via WhatsApp. Old way: 4 rounds of email revisions. New way:

- Draft goes into ApproveThis with calculated ROI fields
- Legal approves/edits directly in the platform
- Once greenlit, Connectly.ai blast goes out in seconds

Missed opportunity cost? Not anymore.

Four Real Workflows That Don’t Require a Zapier PhD

1. “Fix This Delivery Now” Protocol

The Zap: Connectly.ai delivery alert → ApproveThis request → Manager approval → WhatsApp update to customer

Who needs it: E-commerce companies shipping 500+ orders/week where 5% delays can tank reviews. ApproveThis thresholds auto-approve small fixes but escalate $500+ issues.

2. Compliance Firewall for Customer Messages

The Zap: High-risk WhatsApp message detected → Legal team approval via ApproveThis → Send vetted response

Who needs it: Financial services or healthcare companies where a single unapproved message = regulatory nightmare. Uses ApproveThis’ sequential approvals with fallback delegates.

3. Instant Campaign Launches

The Zap: Marketing submits promo → ApproveThis routes to budget owner → Approved? Connectly.ai fires campaign

Who needs it: Retailers running 10+ WhatsApp campaigns/month. Uses ApproveThis’ calculated fields to show estimated ROI during approval.

4. Escalation Triage for Support Tickets

The Zap: Angry customer message → ApproveThis routes to senior support → Post-approval, Connectly.ai sends compensation offer

Who needs it: SaaS companies with SLAs. ApproveThis’ real-time tracking ensures no ticket drowns in the queue.

Setting This Up Without Losing Your Mind

Forget “digital transformation” jargon. Here’s the real process:

1. Connect the Apps: Zapier account → ApproveThis + Connectly.ai integrations
2. Pick Your Pain Point: Start with ONE workflow (e.g., delivery alerts)
3. Map the Critical Fields: Connectly.ai message → ApproveThis request details
4. Test with Dummy Data: Send a fake WhatsApp message, see if approval lands
5. Add Human Checks: Use ApproveThis’ conditional logic (e.g., “If over $1k, require CFO approval”)

Pro tip: Use ApproveThis’ vacation delegation so approvers aren’t holding things up from the beach.

Why This Beats “Just Using Slack”

Slack approvals get buried. Emails get ignored. Here’s the real differentiators:

- No License Headaches: External partners approve via email without needing your Connectly.ai or ApproveThis logins
- Audit Trail: Every decision tied to WhatsApp message ID for compliance
- Scale Without Chaos: Add approval steps as you grow without rebuilding workflows

Bottom Line for Decision Makers

If your approval processes still look like this:
WhatsApp message → Email forward → Slack ping → Spreadsheet update → Carrier pigeon
...you’re bleeding response time and customer trust.

ApproveThis + Connectly.ai via Zapier cuts the cycle from days to hours. Not because we say so, but because structured approvals plus instant comms remove the human latency.

Time to Stop Talking About It

This isn’t “automation for automation’s sake.” It’s fixing a leaky process that’s costing you deals and credibility. Either keep pasting WhatsApp screenshots into emails, or:

Get Started with ApproveThis (takes 8 minutes)
Or See Connectly.ai’s Pricing (spoiler: cheaper than your current comms chaos)

Pick one workflow this week. Set it live by Friday. Report back on how many “emergency” meetings it killed.